System and method for a cloud based solution to track notes against business records
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United States of America Patent
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Nov 14, 2017
Issued Date -
N/A
app pub date -
May 8, 2015
filing date -
May 8, 2014
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Abstract
Systems, apparatuses, and methods for creating, editing and using notes within the context of a records database. In an embodiment, a user may create a virtual sticky note that is associated with an underlying record such that the note is displayed with the record but extraneous from any field in the business record. Further, not all notes may be seen by all users as various levels of privacy may be established for different users. Embodiments enable users to efficiently and effectively associate their comments or other inputs with a record or file that is maintained on a cloud-based or multi-tenant platform. The notes may be implemented is a cloud-based solution to track notes/comments against business records maintained on a multi-tenant platform. In one embodiment, a note creator may permit other users to specify rules or criteria that determine who or what portions of an organization may view the created notes.
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